4320 Winfield Road, Suite 200 Warrenville, IL, 60555, United States
Alphathena delivers AI-powered custom indexing to help financial advisors strengthen relationships with truly personalized investing solutions
Your Personalization Professionals
Founded in 2020 by a team with deep expertise in the financial services and technology sectors, our solutions fuel growth for the most forward-thinking financial advisory firms and Fintech platforms in the world.
The Alphathena Story
We built Alphathena to deliver personalized investing experiences to more people. We believe that by giving advisors the power to create custom direct index portfolios, and take advantage of tax-loss harvesting and automated rebalancing tools, investors everywhere will benefit.
And with an Open API infrastructure for Fintech partners, our AI-enhanced platform offers a curated and personal investing experience that’s accessible for all.
Go beyond ETFs and Stock Picking We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Enhance Your Advice with AI Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+......